Anchor Investment Management’s Lockheed Martin LMT Stock Holding History

Anchor Investment Management’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.47M	Buy	4,087 +16	+0.4%	+$9.86K	0.21%	122
2025 Q4	$1.97M	Sell	4,071 -25	-0.6%	-$12K	0.16%	135
2025 Q3	$2.04M	Sell	4,096 -69	-2%	-$31.3K	0.17%	134
2025 Q2	$1.93M	Hold	4,165	–	–	0.17%	137
2025 Q1	$1.86M	Hold	4,165	–	–	0.17%	136
2024 Q4	$2.02M	Buy	4,165 +40	+1%	+$21.8K	0.19%	128
2024 Q3	$2.41M	Buy	4,125 +320	+8%	+$172K	0.23%	112
2024 Q2	$1.78M	Hold	3,805	–	–	0.18%	125
2024 Q1	$1.73M	Buy	3,805 +4	+0.1%	+$1.75K	0.18%	127
2023 Q4	$1.72M	Sell	3,801 -7	-0.2%	-$3.1K	0.2%	125
2023 Q3	$1.56M	Sell	3,808 -10	-0.3%	-$4.44K	0.2%	118
2023 Q2	$1.76M	Sell	3,818 -10	-0.3%	-$4.64K	0.22%	116
2023 Q1	$1.81M	Hold	3,828	–	–	0.25%	109
2022 Q4	$1.86M	Sell	3,828 -4	-0.1%	-$1.86K	0.27%	105
2022 Q3	$1.48M	Sell	3,832 -125	-3%	-$52.2K	0.23%	115
2022 Q2	$1.7M	Sell	3,957 -199	-5%	-$87.4K	0.25%	103
2022 Q1	$1.83M	Sell	4,156 -400	-9%	-$162K	0.23%	112
2021 Q4	$1.62M	Buy	4,556 +1,171	+35%	+$405K	0.2%	115
2021 Q3	$1.17M	Buy	3,385 +275	+9%	+$99.5K	0.16%	140
2021 Q2	$1.18M	Hold	3,110	–	–	0.16%	140
2021 Q1	$1.15M	Sell	3,110 -498	-14%	-$171K	0.18%	133
2020 Q4	$1.28M	Buy	3,608 +895	+33%	+$329K	0.23%	106
2020 Q3	$1.04M	Buy	2,713 +512	+23%	+$195K	0.21%	115
2020 Q2	$803K	Buy	2,201 +20	+0.9%	+$7.55K	0.18%	134
2020 Q1	$739K	Sell	2,181 -29	-1%	-$11.4K	0.19%	128
2019 Q4	$861K	Buy	2,210 +65	+3%	+$24.9K	0.18%	137
2019 Q3	$837K	Buy	2,145 +15	+0.7%	+$5.64K	0.19%	131
2019 Q2	$774K	Buy	2,130 +356	+20%	+$119K	0.18%	139
2019 Q1	$532K	Buy	1,774 +60	+4%	+$17.6K	0.13%	159
2018 Q4	$449K	Sell	1,714 -50	-3%	-$15.2K	0.13%	170
2018 Q3	$610K	Sell	1,764 -101	-5%	-$32.6K	0.14%	160
2018 Q2	$551K	Sell	1,865 -85	-4%	-$27.4K	0.14%	166
2018 Q1	$659K	Buy	1,950 +145	+8%	+$49.3K	0.17%	145
2017 Q4	$579K	Buy	1,805 +400	+28%	+$126K	0.15%	153
2017 Q3	$436K	Hold	1,405	–	–	0.13%	170
2017 Q2	$390K	Hold	1,405	–	–	0.13%	167
2017 Q1	$376K	Hold	1,405	–	–	0.13%	163
2016 Q4	$351K	Sell	1,405 -150	-10%	-$37.5K	0.13%	158
2016 Q3	$373K	Sell	1,555 -150	-9%	-$37.5K	0.14%	157
2016 Q2	$423K	Hold	1,705	–	–	0.17%	137
2016 Q1	$378K	Buy	+1,705	New	+$367K	0.15%	148

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Anchor Investment Management's LMT Position: Q1 2026 in Review

Anchor Investment Management increased its Lockheed Martin (LMT) stake by 0.39% in Q1 2026, buying an estimated $9.86K and bringing the position to 4,087 shares worth $2.47M. The position accounts for 0.21% of the portfolio, ranked #122.

Anchor Investment Management first reported a position in LMT in Q1 2016 and has held it in 41 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Anchor Investment Management held 4,087 shares of Lockheed Martin worth $2.47M as of Q1 2026.
Anchor Investment Management bought 16 Lockheed Martin shares in Q1 2026, an estimated $9.86K.
Lockheed Martin made up 0.21% of Anchor Investment Management's portfolio in Q1 2026, its #122 holding.
Anchor Investment Management first reported a position in Lockheed Martin in Q1 2016 and has held it in 41 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.